Hillory
Burkett

Equity Services, Inc

CRD#1702890
Investment Advisor
in Atlanta, GA
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About this Advisor

Hillory Burkett is a certified financial planner working out of Atlanta, Georgia, who has been in the advisory business for 17 years. Burkett is on the advisory team at Equity Services, Inc. The advisor has gained experience at Equity Services, Inc and National Life Of Vermont. Burkett has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Equity Services, Inc is a registered investment firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 208 locations and a total of 400 financial advisors. It has $1 billion in assets among its 9,508 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 9,508 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which service is offered. However, fees billed by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,291,880,780

GA Average: $4,257,716,217
Total Number of Employees

420

GA Average: 30
Total Number of Accounts

8,758

GA Average: 868
Average Account Size

$147,509

GA Average: $4,905,203

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Hillory Burkett Work History

Hillory has 17 years of experience.

2001 - Present (18 years)

Equity Services, Inc

2001 - Present (18 years)

National Life Of Vermont

Disclosures

Hillory Burkett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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